AUMdb

Mhi Group 401 K Plan

Sponsored by Mitsubishi Heavy Industries America Inc. · EIN 363031033 · Plan #001

Total assets
$83.3M
Net assets
$83.3M
Active participants
797
With balances
913

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $43,782
Empower Annuity Insurance Company O Contract administrator, Direct payment from the plan, Recordkeeping $35,205
Crowe Llp Accounting $34,250
Pensionmark Financial Group Llc Investment advisory (plan) $7,403